Kingswood Wealth Advisors (KWA) offers personalized investment management through discretionary and non-discretionary accounts. KWA also provides access to third-party managers and sub-advisors. Additionally, KWA offers ERISA plan advisory and consulting services, as well as financial consultation services covering investment planning, retirement planning, estate planning, and more. KWA tailors its services to individual client needs and goals.
Fee Structure
Kingswood Wealth Advisors typically charges a percentage of the assets in your account, up to 2.5% annually. The exact fee is negotiable and may vary depending on your financial advisor. Fees are usually assessed quarterly based on the prior quarter-end value. KWA also offers a wrap fee program that bundles advisory fees, commissions, and custodian fees into one charge. KWA may also assess a platform fee up to 0.30% to cover the cost of maintaining its platform and to offset certain administrative costs and services. Accounts below KWA’s minimum account level of $100,000, will be assessed a $20.00 quarterly fee.